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Disclosery

Essex Financial Services, Inc.: EVSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essex Financial Services, Inc. on EVSM, newest first. How the timeline and the estimate are built.

Essex Financial Services, Inc. held 31,967 EVSM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,967 shares
    Change vs previous 13F +6,262 shares

    0.08% of the 13F portfolio, value $1,608,269.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,705 shares
    Change vs previous 13F +5,550 shares

    0.07% of the 13F portfolio, value $1,290,134.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,155 shares
    Change vs previous 13F +2,950 shares

    0.06% of the 13F portfolio, value $1,015,207.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,205 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $867,734.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,205 shares
    Change vs previous 13F +6,460 shares

    0.06% of the 13F portfolio, value $860,250.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,745 shares
    Change vs previous 13F +3,745 shares

    0.04% of the 13F portfolio, value $535,531.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,000 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $349,020.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).